You can create agents that have restricted functionality. If your LotusPay account is enabled for physical mandates, you and your field agents can use the LotusPay NACH mobile app to scan physical NACH mandates. You should give your field agents their limited API Keys to log in to the mobile app.
You may want your employees or representatives to assist customers in authorising physical mandates and eMandates, away from your main office. We call these people agents.
You can manage your agents in LotusPay. They won't have access to the dashboard, but they can assist a customer to authorise an eMandate or physical mandate.
Step 1. Log into the dashboard and go to Settings > Agents.
Step 2. Click on Create.
Step 3. Enter the details (name,mobile number, email address, identifier, agent code etc.) of the field agent and click on Create. Agent code is any unique identifier that you want to assign to the agent. You may wish to use mobile number, email address, employee ID etc.
Copy the Limited API Key and share it with the agent. They can use this key to log into the LotusPay NACH mobile app for scanning physical NACH mandates. They will be able to see only the mandates assigned to themselves.
Agent's limited API keys can perform the following API actions on mandates assigned to itself:
- GET Mandate List (status filter `pending` and variant filter `physical`)
- GET Mandate Individual (status filter `pending` and variant filter `physical`)
- POST Physical Mandate Image
To edit an agent, click on Edit next to the agent. To disable an agent, click on Disable next to the agent.
If you want to create agents in bulk, please email LotusPay Support.